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Zimmermann Investment Management & Planning’s United Airlines UAL Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,922
Closed -$380K – 121
2023
Q2 		$380K Sell
6,922
-665
-9% -$31.4K 0.18% 76
2023
Q1 		$336K Buy
+7,587
New +$364K 0.18% 86

Other funds holding UAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Zimmermann Investment Management & Planning's UAL Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of United Airlines (UAL) in Q3 2023, closing a stake of 6,922 shares — an estimated $380K sold.

Zimmermann Investment Management & Planning first reported a position in UAL in Q1 2023 and held it in 2 quarters. The position peaked at $380K in Q2 2023. 621 funds tracked by Wall St. Rank hold UAL as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining United Airlines position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 6,922 United Airlines shares in Q3 2023, an estimated $380K.
  • Zimmermann Investment Management & Planning first reported a position in United Airlines in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's United Airlines position peaked at $380K in Q2 2023.
  • 621 funds tracked by Wall St. Rank held United Airlines as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.